Kelly Financial Services

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Kelly Financial Services We are an independent Registered Investment Advisor specializing in asset management and wealth preservation. The firm was founded by William A.

As fiduciaries, we prioritize our clients’ best interests, to help them achieve a fulfilling and secure financial future. About us

Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned Financial Advisory Firm based in the Greater Boston Area. Kelly and his wife, Kelly Kelly. In the past 19 years Kelly Financial has specifically focused on bringing together a finely tuned team of professionals, all working to assist clients and families.

It’s time for a pumpkin debate! 🎃✨ Are you all about the classic carved look with its spooky charm, or do you prefer a p...
10/09/2026

It’s time for a pumpkin debate! 🎃✨ Are you all about the classic carved look with its spooky charm, or do you prefer a painted pumpkin that’s bursting with color and creativity? 🖌️🖤

Drop your pick in the comments—team carved or team painted? Let’s see which style wins this fall! 🍂

Those cringy Halloween costumes always make for the best stories! 🎃👻 What’s your most unforgettable look?
10/07/2026

Those cringy Halloween costumes always make for the best stories! 🎃👻 What’s your most unforgettable look?

It’s officially pumpkin season. What’s your favorite part of autumn?
10/02/2026

It’s officially pumpkin season. What’s your favorite part of autumn?

Many employers offer 401(k) accounts with a contribution match, but that isn’t always enough for a satisfying retirement...
09/30/2026

Many employers offer 401(k) accounts with a contribution match, but that isn’t always enough for a satisfying retirement. Opening a Roth individual retirement account (IRA) may help you save even more.

A Roth IRA is a tax-advantaged savings account to which you contribute after-tax dollars (unlike traditional 401(k)s and IRAs, which take pretax dollars). This means that any money you withdraw after retirement may be tax-free and penalty-free. They may also grow faster than other savings accounts.

If you’re considering opening a Roth IRA, there are a few important things to consider. Send a message today to learn which investments may work best for your retirement goals.

Did you get a BINGO? What's your favorite thing you’ve done this season?
09/25/2026

Did you get a BINGO? What's your favorite thing you’ve done this season?

Many things can jeopardize your retirement—identifying these risks is the first step in protecting yourself against them...
09/23/2026

Many things can jeopardize your retirement—identifying these risks is the first step in protecting yourself against them. Let’s work together to create a strategy for your longevity. Don’t waste time, reach out today.

With all of the summer fun, the goals you set for yourself at the beginning of the year may have become a bit of a dista...
09/18/2026

With all of the summer fun, the goals you set for yourself at the beginning of the year may have become a bit of a distant memory. But with a bit of determination and some key steps, you can get back on course so you can accomplish them by the end of the year.

Refresh your finances with a fall checklist to help you stay on track and finish strong. Connect today to create a customized plan just for you!

What's your favorite thing about this time of year?
09/16/2026

What's your favorite thing about this time of year?

🍂💰 With the holiday season fast approaching, now is the perfect time to assess your financial health. Reviewing your bud...
09/11/2026

🍂💰 With the holiday season fast approaching, now is the perfect time to assess your financial health. Reviewing your budget and planning for upcoming expenses can make a big difference in managing stress during this busy time.

Take proactive steps to help set the stage for a successful new year. What’s your strategy for a smooth transition into the holidays and financial prep this fall?

Which fall classic do you prefer in your mug: apple c***r or pumpkin spice? ***r
09/09/2026

Which fall classic do you prefer in your mug: apple c***r or pumpkin spice?

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Address

Braintree, MA

Opening Hours

Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm

Telephone

+17818493090

Website

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